See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,869 | $82,664-63.9% | $125,339-76.2% | $68,494-56.4% |
| Participation rate | 92.5% | 75.0%+17.4pp | 82.4%+10.1pp | 67.9%+24.6pp |
| Annual return | -19.81% | -5.97%-13.8pp | 572.05%-591.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $3,507 | $3,381+3.7% | $4,814-27.1% | $2,596+35.1% |
| Participant deferral / active EE | $7,386 | $6,110+20.9% | $7,446-0.8% | $4,027+83.4% |
| Admin fee / account holder | $329 | $6,275-94.8% | $10,010-96.7% | $5,403-93.9% |